During Taiwan's Nanya Technology Corporation's Q3 results presentation last Friday, president Dr. Pei-Ing Lee said he expects DRAM pricing to undergo a downwards correction by year end, compensating from recent DRAM pricing increases on a global level. This stems from the current market and supply chain conditions, which might actually be conspiring towards this predicted decline.
Despite demand remaining strong throughout staple DRAM-consuming products (such as general consumer electronics, servers, and smartphones), "We are expecting the DRAM market [to] enter short-term, minor correction in Q4, 21," concluded Lee. The company may, however, be in a particularly vulnerable position when it comes to its ability to sustain higher ASP (Average Selling Price) on its products, due to its focus on speciality DRAM. The company supplies the usual suspects when it comes to DRAM chips - such as the office and enterprise and smartphone sectors; however, its other focuses, namely on automotive, home and entertainment (set-top boxes, IoT, and others) and enterprise (for networking and and infrastructure) have been facing consistent supply issues, which likely led to these remarks from Nanya's president.
